TurnKey Lender to HubSpot
Unified lending management platform covering origination, decisioning, servicing, collections and reporting.
TurnKey Lender data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for TurnKey Lender
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k contacts
Excel export and import.
Mid migration
10k-100k
API extraction plus a status sync.
Large migration
>100k
Multiple products, custom integration and compliance review.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves TurnKey Lender: what you need to get in, what lands in HubSpot, and what will not.
REST-style API (vendor says everything in the UI is also available through the API; protocol not confirmed)
Secret API key and instance domain URL, created for an API client with the Migration permission level.
Back-office user with Administrator permission to manage API clients.
Choose your route
How will you move the data?
No native connector was found.
- You need: Secret API key and instance domain URL, created for an API client with the Migration permission level.
- Permission: Back-office user with Administrator permission to manage API clients.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Tools Workplace > Export (e.g. Payments Export) with filtering
- Excel export/import integration
- API client with Migration permission for data migration functionality
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In TurnKey Lender
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Borrowers / customers (individuals) | Contacts | partial | Customer management is exposed via API and export. Field-level schema is not documented publicly. |
| Business borrowers | Companies | partial | Assumed from category knowledge. Confirm the entity model in the tenant. |
| Loan applications / opportunities | Deals | partial | Move only the pipeline-relevant status and amount. Underwriting and origination records stay in TurnKey Lender. |
| Brokers / referral partners | Companies | manual | The vendor lists broker loans between platforms. The export shape is unconfirmed. |
| Loan documents | Files | manual | Documents are stored in the system. Keep regulated documents in the system of record. |
| Payments / repayments | Custom objects | manual | A payments export exists. Not recommended for HubSpot except as a summary. |
What to expect
These are regulated servicing records and should remain in the lending system.
They are platform-specific logic with no HubSpot equivalent.
Application flows are configurable per tenant.
These are CRM constructs outside the lending data model.
The export path for documents is unconfirmed.
Migrate only the fields sales and service need. Use sensitive-data controls and restricted permissions.
Request API docs and a sandbox from the vendor or your admin before scoping.
Inventory the custom fields and flows first.
Deduplicate on email or national ID before import.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Vendor pages confirm an API, API client keys and Excel/payments export. No public object schema, rate limits or HubSpot connector was found. Object mapping rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate TurnKey Lender to HubSpot?
1. Confirm the tenant type (SaaS or self-hosted) and obtain the API docs from the vendor. 2. Create an API client under System > API Clients with Migration permission. 3. Inventory custom application fields and dictionaries. 4. Decide which lending data stays in TurnKey Lender and which moves to HubSpot.
What does not move from TurnKey Lender to HubSpot?
Loan accounting, schedules, collections and credit bureau reporting (Metro 2) and Decisioning scorecards and workflows. Plan to rebuild or retire these.
How long does a TurnKey Lender to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-100k): 4-8 weeks. Large (>100k): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from TurnKey Lender?
Secret API key and instance domain URL, created for an API client with the Migration permission level. Back-office user with Administrator permission to manage API clients.
What compliance issues apply when moving TurnKey Lender data?
Check: Financial and credit data, Bank account details, Possible KYC/AML data and Credit bureau reporting. Agree consent, retention and access rules before exporting.
Moving TurnKey Lender into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner